There's irony in living an international, cross-border life.
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Globalization continues to
break down barriers. |
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Laws governing taxation, succession and investment are
jurisdictional.
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Locally drawn financial plans may be inadequate.
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If you own assets abroad or have family members living
abroad, the laws that apply to any transfer of assets may
differ from the domestic laws under which your plans may
have been drawn.
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Although the world may be flattening, people are
multidimensional. |
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Increasingly, internationally mobile people are seeking
ways to align their basic needs and motivations to live,
to learn, to love and to leave a legacy with their
financial matters.
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People are increasingly interested in obtaining an
increased level of personal satisfaction with who they are
and what they have.
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Our cultural and familial imprints regarding money
provide a filter through which we make decisions. |
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Imprints can be positive and negative. Negative
connotations toward money are exacerbated in cross-border
living.
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Recognition of our belief systems has powerful
consequences on the financial aspects of our cross-border
lives.
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You're a part of this paradoxical
life, and the old concept of living an
unbalanced and financially challenging lifestyle
most likely doesn't fit you. You: |
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Are highly mobile and ready to take charge of your
life.
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Want to play an important and expanding role in
society.
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Have or are building the financial resources,
education and insight to do so.
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The key to a happy, healthy, meaningful next stage in your
life will be how well prepared you are. And, we can
help you. Subscribe today to our
newsletter to stay in
touch with this online community. |
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